Filed April 29, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $120,127 |
NATIONAL BANK OF INDIANAPOLIS1+ years Filed as: THE NATIONAL BANK OF INDIANAPOLIS Service code 21 · EIN 35-1904483 | Bank Trustee | $25,572 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 11.90% | 4.87%+7.0pp | 5.00%+6.9pp | 4.56%+7.3pp |
| Employer contribution / active EE | $13,514 | $14,613-7.5% | $35,918-62.4% | $15,526-13.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |